
Tax Planning for Healthcare Professionals
We serve the financial needs for healthcare professionals. Our clients include various healthcare professionals:
- Doctors and Physicians
- Psychiatrists
- Psychologists
- Psychotherapists
- Counselors
- Physicians
- Optometrists
- Dentists
- Radioloisgts
- And more…
The staff at Flatiron Advisors have consistently been very professional, prompt, courteous, and excellent communicators. My previous accountant closed her practice suddenly two years ago and Flatiron Advisors never lost a step in picking up where she left off and taking care of my tax needs efficiently.

Matt B.
Client
Tax Services for Healthcare Professionals
Tax Planning
- Annual and multi-year projections
- Choice of entity
- Compensation planning
- Retirement plans
- Real estate tax planning
Accounting and Bookkeeping
- Spend more time on your patients and your business
- Improve cash flow and profitability
- Monthly bookkeeping
- Financial statements to help gauge the health of your business
- Payroll system setup and maintenance
Tax Preparation
- S-corporation, C-corporation, Partnership taxes
- Individual taxes for owners and partners
Wealth Management
Business and individual financial planning, wealth management and investment management is performed through our sister entity Flatiron Wealth Advisors, LLC